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Financial Planning & Analysis Assistant Director

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Milwaukee, WI, USA
Posted on Thursday, May 23, 2024
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.


Responsible for independently and objectively analyzing, forecasting and reporting financial results for Northwestern Mutual and subsidiaries. Has interactions with department heads and finance leaders and requires strong business partnerships as analyses, insights and recommendations are presented.

Primary Duties & Responsibilities

  • Serves as a key financial resource on strategic initiatives for the FP&A team including participation in business case development.
  • Responsible for managing the preparation of annual budgets, forecasts and reporting of results including variance analysis. Includes developing planning assumptions and understanding and communicating key business drivers of actual results.
  • Participates in the setting, monitoring, and reporting targets/outcomes related to key performance indicators, which may include revenue, expense, or other metrics aligned with the company’s financial and strategic goals.
  • Prepares financial modeling and scenario planning, and performs analysis to identify trends, guide resource allocation and understand business drivers to ultimately drive policyowner value and financial strength.

Knowledge, Skills, & Abilities

  • Bachelor's degree in accounting, finance, business administration, or related degree required.
  • CPA or MBA designation is preferred.
  • 5 to 7 years of demonstrated financial leadership in accounting, finance or financial reporting and analysis.
  • Experience with IBM TM1 software and IBM Planning Analytics preferred.
  • Strong analytical, planning, organization, budgeting, problem solving, negotiation, oral and written communication skills are essential to this role.
  • Ability to develop and interpret financial models for complex analysis.
  • Attention to detail, with the ability to operate in a fast-paced, rapidly changing environment.
  • Proven ability to develop strong working relationships with all levels of the organization
  • Demonstrated ability to overcome obstacles and lead through change.

Skills-Proficiency Level

Budgeting - Intermediate

Consulting - Intermediate

Cost Forecasting - Advanced

Developing Proposals - Basic

Expense Management - Intermediate

Financial Modeling - Advanced

Financial Reporting - Advanced

Financial Reporting Systems - Expert

Innovation - Advanced

Negotiation - Intermediate

Process Improvements - Intermediate

Reconciliations - Advanced

Strategic Decisions - Intermediate

> partially onsite, partially remote

Compensation Range

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Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additiona l information relating to location-based pay structures.

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now!

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.

  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups